19
Morningstar FundInvestor
October
2013
Tracking Gold-Rated Funds
Asset Group
Trailing 10 Years
Batting Average
% Gold in
Top Quartile
Trailing 5 Years
Batting Average
% Gold in
Top Quartile
Trailing 3 Years
Batting Average
% Gold in
Top Quartile
US Stock
68.51
51.80
70.24
50.44
69.15
46.39
Taxable Bond
83.59
78.48
75.69
64.29
68.91
56.25
International Stock
82.80
50.00
75.22
42.86
72.53
35.85
Municipal Bond
95.15
77.78
82.30
54.55
88.59
36.36
Balanced
92.72
65.71
92.82
57.58
92.82
58.73
Data through Sept. 30, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Top and Bottom Performers 2013
Return Data through Sept. 30, 2013.
0
6000
12000
18000
24000
0
25000
50000
75000
100000
PRIMECAP Odyssey Aggressive Growth
POAGX
Vanguard Precious Metals and Mining Inv
VGPMX
Fund Return
%
Category Return
%
340.31
169.77
QQQQQ
‰
Process
¶
Neutral
Performance
¶
Neutral
People
¶
Neutral
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
62.29
26.94
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
139.91
56.28
QQQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
288.49
264.62
QQQ
Œ
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
110.35
58.80
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
Fund Return
%
Category Return
%
205.72
169.77
QQQQ
´
Process
¶
Neutral
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
0
8000
16000
24000
32000
0
15000
30000
45000
60000
Oppenheimer Gold & Special Minerals A
OPGSX
0
6500
13000
19500
26000
Matthews India Investor
MINDX
Fidelity Select Health Care
FSPHX
0
11000
22000
33000
44000
T. Rowe Price Health Sciences
PRHSX
04 05 06 07 08 09 10 11 12 13
04 05 06 07 08 09 10 11 12 13
04 05 06 07 08 09 10 11 12 13
06 07 08 09 10 11 12 13
06 07 08 09 10 11 12 13
00 01 02 03 04 05 06 07 08 09 10 11 12 13
24,000
16,000
8,000
45,000
30,000
15,000
18,000
12,000
6,000
75,000
50,000
25,000
19,500
13,000
6,500
33,000
22,000
11,000
